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Step to create Order in Microsoft Dynamic CRM

By Siddharth on 2/7/2014
  1. Today I am going to describe how to create Orders in Microsoft Dynamic CRM . For creating Order first you have to Login into MS Dynamics CRM, 

First page of Microsoft Dynamic CRM is show in below.

  1. After Login the with proper credentials you will land into the home page.

  2. To create order you have to follow the steps shown below. You have to click  on SALES (Step 1) shown left top corner of the page, then click on orders (Steps 2).

     

     

  3. For Creating a New Order user has to click on New Button appearing on the Left top corner of the Page. 

     

    After clicking New Page will open now we will create new order from this page, user needs to fill some

    Mandatory fields like Name, Currency, Price List, Prices Locked, and Potentials Customers.

     

     

    Name- It’s a text Field. User can input text in this.

    Currency- It’s a look up field which user can select the price, if the user want to add new price the he can add it.

     

     

    Currency Code-It’s a look up field user can choose the currency from here.When user select the currency the other fields like Currency Name, Currency Precision , Currency Symbol is automatic filled.

     

     



 

Price List –Price List is look up field user can select the existing Price list ,if want to add New price list then there is option available to create new price list.

 

 

New Price List Page contain some Mandatory field –Name, Currency, select currency is lookup user can select existing Currency

 

Creating Item for New Price List Item.

To create the New Price list Item click on “Price List Item” then New page will open from there user can create the New Item for New Price list.(See the Screenshot Below).

New Price List

New Price list form contain the Mandatory fields Product list, Product,Amount.

Product List- Select the name of the Price list in which user want to add product.

Product-        Select the product for that price list .

Unit-              Select the Unit of that Product.

Amount-       Select the price of that Product.

 

 

When the Product is added for that price list then all product is show in view of Price list .(See the Screenshot Below .)

 

 

 

Potential Customer-

Select the Potential Customer inside the New Order .

 

After filling all the Mandatory field in New Order then user have to Save the New Order, the Save Button Exist in the top left corner of the form.

Please see the Screenshot

 

Now the New Order is created by the name Test Sid, Add the Product for that order after the creating the new order .

 

Note – By following these steps you can create new order and create the Product for that Order. If  User want to search any order then go to on Home Page there is option is available “Advanced Find” click on this a new form is open.

 

Select Order in Look For Field then click on Result

After click on the Result button a list of Order will display that already Exist in the system. Please see the Screenshot.

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